Configure, Customise, CodeElaine van BergenOBSArchitect

Definitions ConfigureChanging settings within the environment at a high level such as SharePoint Farm, Server or DB. CustomiseModifying the environment without writing code that requires compilation Code Modifying the environment through compiled code

ConfigureChanging settings within the environment at a high level such as SharePoint Farm, Server or DB.

CustomiseModifying the environment without writing code that requires compilation

Code Modifying the environment through compiled code

Common Roles System Administration SharePoint Administrators Site Administrators Developers End Users

System Administration

SharePoint Administrators

Site Administrators

Developers

End Users

Environments Function Dev (multiple)TestStaging*ProductionDR DesktopOthers

Function

Dev (multiple)

Test

Staging*

Production

DR

Desktop

Others

Server Roles Web Front End Serves pagesDatabaseStores Content IndexCrawling

Web Front End

Serves pages

Database

Stores Content

Index

Crawling

Configure6.

Educate the technical team Get to know your system administrator and DBA Changing settings, can easily break SharePoint Generally not even be SharePoint specific, think database, office, security, internet explorer

Get to know your system administrator and DBA

Changing settings, can easily break SharePoint

Generally not even be SharePoint specific, think database, office, security, internet explorer

Configure the right way Always use SharePoint UI’s for changing settings e.g. central administration not IIS Consider the database as off limits until you have read the necessary white papers from Microsoft. IT and the business need to work together on settings changes

Always use SharePoint UI’s for changing settings e.g. central administration not IIS

Consider the database as off limits until you have read the necessary white papers from Microsoft.

IT and the business need to work together on settings changes

9.Demo

Minimize the risk Ensure test strategy is defined This needs to involve the key stakeholders and key business functions Push changes through the test environment first

Ensure test strategy is defined

This needs to involve the key stakeholders and key business functions

Push changes through the test environment first

Repeatable Process Avoid “This problem only happens on production”DocumentScriptUse a tool to synchronise

Avoid “This problem only happens on production”

Document

Script

Use a tool to synchronise

Customise12.

Common types of customisation Web parts Content Types Branding WorkflowThese are not as harmless as they sound

Web parts

Content Types

Branding

Workflow

Web parts Content Queries – Large queries XSLT – Incorrect syntax RSS – Malicious feeds, internet access Page Viewer – Malicious content Consider what web parts are appropriate

Content Queries – Large queries

XSLT – Incorrect syntax

RSS – Malicious feeds, internet access

Page Viewer – Malicious content

Consider what web parts are appropriate

Content types Changes may not propagate as expected Adding fields work well Fields with the same display name Fields with different internal names in locations

Changes may not propagate as expected

Adding fields work well

Fields with the same display name

Fields with different internal names in locations

Branding Rapid development is possible using tools like SharePoint designerChanges may break the entire site Think about different sorts of sites Meeting workspaces Search Back-up and rollback strategy Move between system environments

Rapid development is possible using tools like SharePoint designer

Changes may break the entire site

Think about different sorts of sites

Meeting workspaces

Search

Back-up and rollback strategy

Move between system environments

Workflow How will this be tested Loops, annoying test emails, deleting information Deployment strategy

How will this be tested

Loops, annoying test emails, deleting information

Deployment strategy

18.Demo

Solution Control using security and policy but need to preserve the goalEducate the usersProvide a training playpenCustomisations should go via a test server tooMonitor the systemHave a backup and rollback strategy

Control using security and policy but need to preserve the goal

Educate the users

Provide a training playpen

Customisations should go via a test server too

Monitor the system

Have a backup and rollback strategy

Code20.

Code Why are you writing code ?Negotiate first, code second Code sources:BuyDownloadDevelop Do you have a support strategy ?

Why are you writing code ?

Negotiate first, code second

Code sources:

Buy

Download

Develop

Do you have a support strategy ?

Develop the right way SharePoint code is just .Net code but has it’s own best practisesTraps for new playersMemory managementExcessive database round trippingForgetting about scale Forgetting about security

SharePoint code is just .Net code but has it’s own best practises

Traps for new players

Memory management

Excessive database round tripping

Forgetting about scale

Forgetting about security

Common symptoms of memory leaks Frequent recycles of application pool, especially during peak usageApplication crashes that appear as heap corruption in the debuggerHigh memory use for Microsoft Internet Information Services (IIS) worker processesPoor system and application performance

Frequent recycles of application pool, especially during peak usage

Application crashes that appear as heap corruption in the debugger

High memory use for Microsoft Internet Information Services (IIS) worker processes

Poor system and application performance

Getting memory right is hardusing(SPSite site = new SPSite("http://server")){using(SPWeb web = site.OpenWeb()){...}}using( SPWeb web = SPControl.GetContextWeb(HttpContext.Current)) { ... }using (SPWeb web = new SPSite(SPContext.Current.Web.Url).OpenWeb()) { ...}But SPDispose check helps

Testing conditions Does will it work with the following: Large number of sites and lists 2000+ items in a folderMultiple web serversAlternative access mappings Does it work for different usersReaderContributor

Does will it work with the following:

Large number of sites and lists

2000+ items in a folder

Multiple web servers

Alternative access mappings

Does it work for different users

Reader

Contributor

Package Create features and bundle into solution (WSP) to deployWSP’s automatically get deployed to all servers in the farm WSP’s can do more than just deploy web parts and files Staple your features if needed on site creation

Create features and bundle into solution (WSP) to deploy

WSP’s automatically get deployed to all servers in the farm

WSP’s can do more than just deploy web parts and files

Staple your features if needed on site creation

27.Demo

Acceptance Checklist Packaging Coding standards SPDisposeCheckSupported/Upgradable Load + Performance test Security testAccessibility

Packaging

Coding standards

SPDisposeCheck

Supported/Upgradable

Load + Performance test

Security test

Accessibility

Questions ?Elaine van Bergen@laneyvb on twitterhttp://laneyvb.blogspot.com29.